Releasing Billing Events

After generating billing events or billing event batches, you can select and release them to your finance system to convert to invoices and credit notes. Contact your administrator if you cannot release billing events.

We recommend that you release billing events before you mark them as invoiced in PSA.

Notes:
  • When you have selected the Auto-Cap Billing checkbox in a project, project billing events or billing event batches that exceed the billing cap are not released unless you are releasing a single billing event using the Release quick action. For more information, see Releasing Single Billing Events When Billing Is Capped.
  • If PSA – Accounting Connector is installed in your org, additional restrictions might apply before you can release a billing event. For more information, see Billing Events to Sales Invoices or Credit Notes.

After generating billing events or batches, you can select and release them from the following pages, ready for invoicing:

Page

Page Type

Details
Billing Events Awaiting Release Tab Lightning tab Release single or multiple billing events or batches.

Releasing Billing Events

Visualforce
Billing Event and Billing Event Batch list views Visualforce
Billing Event record

Lightning or

Visualforce

Release a single billing event.
Billing API N/A Release single or multiple billing events or batches.

Releasing Single Billing Events

To release a single billing event:

  1. Open a billing event record from the Billing Event tab or the Billing Events list view in a project.
  2. Click Release. If a warning message explains that PSA can split the billing event, see Releasing Single Billing Events When Billing Is Capped.
  3. In the confirmation message, click Confirm.

You can also select single billing events from the other tabs, list views, and the API listed in the table.

The billing event is released and the Released checkbox is selected on the billing event and its billing event items. The Billed checkbox is also selected on any associated business records.

Releasing Multiple Billing Events

To release multiple billing events:

  1. On the Billing Events Awaiting Release tab, select records in the grid, and then click Release.
  2. In the confirmation message, click Release.

The billing events are released and the Released checkbox is selected on the billing events and their billing event items. The Billed checkbox is also selected on any associated business records. The billing events are removed from the grid when the job has completed and the page is refreshed.

To release multiple billing events using the Billing Event Generation tab:

  1. Select billing events or batches from the list in the Process Billing Events section.
  2. Click Release.

To release multiple billing events using the Billing Events list view:

  1. Select billing events from the table.
  2. Click Release.

To release multiple billing events using the Billing Event Batches list view:

  1. Select billing event batches from the table.
  2. Click Release.